PLAN AHEAD

Wealth management

We work with individual clients and businesses in White Rock, Surrey, and throughout Vancouver to invest for the future.

We take the time to get to know each client and their personal needs, goals, and objectives, to create a unique investment plan specific to their situation. We provide tax-efficient strategies for clients with complex investment portfolios, complex estates, international and cross-border assets, and complex tax liabilities.

CORPORATE STRATEGY

We position business owners to increase the value of their corporations and secure their future positioning with effective solutions implementing both short term and long term wealth management strategy.

Are we a good fit?

What sets us apart is stellar customer service & tax-efficient strategies for families, high-net-worth clients and business owners. Insurance is one of the tools we use as part of a holistic approach to wealth management. Read some of our feedback below.

FEEDBACK

"It's been a pleasure from the start, the attention to detail and wealth of experience has positioned us very well. I can't say enough about the positive experience this has been and continues to be."

"Over the past few years we have worked closely with Noah and he has been absolutely transformational in our financial planning. He listens well, and took the time to understand our circumstances and our goals and dreams. He has proven himself to be patient, kind, and above all not pushy." - N.P

"Partnering with Noah and the team has been instrumental in enriching my life goals through tailored expertise and informed decision-making. Most importantly, Noah builds authentic relationships with his clients and is driven to exceed expectations!"

He has earned our trust and respect.
Noah is hard working, knowledgeable and yet warm and personable. Each friend or acquaintance that have used Noah’s services have spoken with the same glowing opinions. If you are looking for high quality, proven and balanced advice, we would highly recommend you consider Noah. - S.D

"They made this process of dealing with the loss of my mom and all the things to do for life insurance very easy for me.
Well trained professional staff, I am well pleased with their service. They were very understanding and productive on top of everything. Thank you all for all the help! I would definitely recommend them." - C.T